Greenville, SC Office

Consolidated Portfolio Review is an SEC‑registered enterprise advisor that serves individuals, high‑net‑worth clients, trusts, estates, charitable organizations, and retirement plans (including 401(k) and SEP/PSP plans). The firm offers discretionary and non‑discretionary managed accounts, proprietary VFG Tactical ETF model portfolios, financial planning and consulting, and access to third‑party sub‑advisors and separately managed account platforms.

Investment strategies are implemented by independent Advisor Representatives who use strategic asset allocation supplemented by fundamental and technical analysis, and may pursue long‑term, short‑term, or trading approaches depending on client objectives. CPR’s platform supports both in‑house model portfolios (for which the firm receives a portion of advisory fees while advisors are not paid model‑based bonuses) and allocations to independent third‑party advisors, with custody arrangements recommended through major custodians such as Charles Schwab, Pershing, and Fidelity.

What distinguishes CPR from many large advisory firms is its network of affiliated financial entities and service providers: the brochure discloses an affiliated broker‑dealer (Vanderbilt Securities, LLC) that clears through National Financial Services and relationships with retirement administration and insurance affiliates (e.g., Retirement Planning & Administration, Inc.; Diefendorf Planning Services Ltd.; 3D Wealth Insurance Services, LLC). The firm also discloses that it maintains pension/municipal advisory‑type relationships while not listing corporate or business clients on its client types, and it outlines policies and disclosures intended to manage the conflicts that can arise from these affiliations.